"Net Worth Statement Template"

What Is a Net Worth Statement?

A Net Worth Statement is a financial document that reports the current financial worth of a company or individual. These statements are used to exhibit the assets (what you own) and liabilities (what you owe). If you are planning to apply for a loan or to do some investments, financial institutes will probably request a personal Net Worth Statement to learn what your financial status is. The net worth is the result of subtracting liabilities from assets.

You can download a Net Worth Statement template through the link below to provide a realistic listing of the current and fixed assets you own and the current and fixed liabilities you owe.

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How to Create a New Worth Statement?

All financial information in a Net Worth Statement is categorized under two main categories - assets and liabilities:

  1. Assets.
    • Cash and bank accounts. This subdivision includes details of cash in hand, checking accounts, savings account, cash value of life insurance, etc.;
    • Investments. This is comprised of details of stocks, bonds, annuities, mutual funds, pension plans, etc.;
    • Personal property. Include assets of your personal estate, such as automobiles, home furnishing, jewelry, collections, etc.
  2. Liabilities.
    • Current debts. Record debts like household, medical, legal, credit card, etc.;
    • Mortgage. Details of any kind of mortgage debts like home, land, etc.;
    • Loans. The value of debts like bank loans, automobile loans, education loans, life insurance loans, personal loans, etc.

Once this data is arranged, the sum of all items in the "Assets" column will result in the "Total Assets" amount. The "Total Liabilities" amount is calculated by adding all items under the "Liabilities" column. The difference between the "Total Assets" and the "Total Liabilities" will be the "Net Worth." By signing the Net Worth Statement, you pledge that all the data contained in the sheet is updated and correct.


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Net Worth Statement
Name
Net Worth
-
-  -
Date
Assets
Cash and Bank Accounts
Amount
Cash on hand
-
-  -
Cheque accounts
-
-  -
Savings accounts
-
-  -
Money market funds
-
-  -
Cash value of life insurance
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Cash and Bank Accounts
-
-  -
Investments (Market Value)
Amount
Certificates of deposit
-
-  -
Stocks
-
-  -
Bonds
-
-  -
Mutual Funds
-
-  -
Annuities
-
-  -
IRAs
-
-  -
401(k), 403(b), 457 Plans
-
-  -
Pension Plan
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Investments
-
-  -
Personal Property (Present Value)
Amount
Automobiles
-
-  -
Recreational Vehicle/Boat
-
-  -
Home Furnishings
-
-  -
Appliances and Furniture
-
-  -
Collections
-
-  -
Jewellery and Furs
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Personal Property
-
-  -
Total Assets
-
-  -
Liabilities (What You Owe)
Current Debts
Amount
Household
-
-  -
Medical
-
-  -
Credit cards
-
-  -
Department store cards
-
-  -
Back taxes
-
-  -
Legal
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Current Debts
-
-  -
Mortgage
Amount
Home
-
-  -
Land
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Mortgage
-
-  -
Loans
Amount
Bank/Finance company
-
-  -
Bank/Finance company
-
-  -
Automobile
-
-  -
Recreational Vehicle/Boat
-
-  -
Education
-
-  -
Life Insurance
-
-  -
Personal (from family or friends)
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Loans
-
-  -
Total Liabilities
-
-  -
©
TEMPLATEROLLER.COM
Net Worth Statement
Name
Net Worth
-
-  -
Date
Assets
Cash and Bank Accounts
Amount
Cash on hand
-
-  -
Cheque accounts
-
-  -
Savings accounts
-
-  -
Money market funds
-
-  -
Cash value of life insurance
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Cash and Bank Accounts
-
-  -
Investments (Market Value)
Amount
Certificates of deposit
-
-  -
Stocks
-
-  -
Bonds
-
-  -
Mutual Funds
-
-  -
Annuities
-
-  -
IRAs
-
-  -
401(k), 403(b), 457 Plans
-
-  -
Pension Plan
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Investments
-
-  -
Personal Property (Present Value)
Amount
Automobiles
-
-  -
Recreational Vehicle/Boat
-
-  -
Home Furnishings
-
-  -
Appliances and Furniture
-
-  -
Collections
-
-  -
Jewellery and Furs
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Personal Property
-
-  -
Total Assets
-
-  -
Liabilities (What You Owe)
Current Debts
Amount
Household
-
-  -
Medical
-
-  -
Credit cards
-
-  -
Department store cards
-
-  -
Back taxes
-
-  -
Legal
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Current Debts
-
-  -
Mortgage
Amount
Home
-
-  -
Land
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Mortgage
-
-  -
Loans
Amount
Bank/Finance company
-
-  -
Bank/Finance company
-
-  -
Automobile
-
-  -
Recreational Vehicle/Boat
-
-  -
Education
-
-  -
Life Insurance
-
-  -
Personal (from family or friends)
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Other: _________________________________________________________________
-
-  -
Total Loans
-
-  -
Total Liabilities
-
-  -
©
TEMPLATEROLLER.COM